Analyst, Tax

Department Description

The tax team is responsible for tax planning and compliance for the management company as well as funds, managed accounts and other products managed by HPS. The tax personnel works on US federal, state, local and non-US tax aspects closely with other HPS teams, including legal, accounting, business development and investment teams. The tax team also works with portfolio companies on a regular basis. The tax team is supported by outside advisors, including law and accounting firms.   

Position Description                                                                                                                                                                                                           
HPS is seeking a dynamic and organized professional to join the tax team as a Tax Analyst. This individual will be primarily responsible for creating and maintaining entity tax forms and will assist the Executive Director in the tax department on various projects related to Foreign Account Tax Compliance Act (FATCA), Foreign Bank and Financial Accounts (FBAR), and Common Reporting Standard (CRS). Additionally, the Tax Analyst will be involved in entity setup and facilitating ad-hoc internal and external requests for tax forms.

Responsibilities                                                                                                                                                                                 

Specific responsibilities will include but not be limited to the following:

• Prepare U.S. withholding tax forms (W-8IMY, W-8BEN-E, W-9) and CRS self-certification forms
• Prepare spreadsheets and manage investor databases
• Assist internal groups with entity and bank account set-up
• Correspond with internal and external groups for tax forms refresh and entity on-boarding
• Respond to tax form related inquiries
• Work with law firms and administrators to review tax forms for investor on-boarding
• Assist with tax compliance obligations related to FBAR, FATCA, and CRS

Candidate Profile

• Bachelor’s degree
• Experience with spreadsheets and Microsoft Office
• Strong project management and communication skills
• Good team player and ability to work independently

Location

• New York, NY

Employment Type 

• Full-time, Exempt

Hybrid Work Schedule 

• 4/1 split (Monday -Thursday work in-office, Friday work from home)

The base salary range for this position is $85,000 - $95,000 but may vary based on various factors including job function, experience and geographic location. This position is eligible for a discretionary annual bonus.

HPS Investment Partners is an equal opportunity employer.  HPS does not discriminate in employment opportunities or practices on the basis of race, national origin, color, religion, sex, age, disability, pregnancy, citizenship status, ancestry, military or veteran status, sexual orientation, gender, gender identity or expression, marital and civil partnership/union status, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law.